$Churchill Capital Corp XI(CCX

$Churchill Capital Corp XI(CCXI)$ If humanoid robots actually become the next major AI wave, could today's valuation end up looking cheap?

Agility is one of the few U.S. pure-play humanoid robotics companies with real-world deployment. Current market cap sits around $888M.

For context, private peers are valued much higher. Figure AI around $39B, Boston Dynamics around $20B, Apptronik around $6B, and Tesla Optimus is backed by a $1.3T company.

The main difference here is that this isn't just a concept. Agility's Digit robots are already operating in $Amazon.com(AMZN)$ warehouses with $300M+ in orders.

Merger expectations may already be partly reflected in the price, but the bigger debate is really about future margins and competition.

If humanoids scale, the upside opportunity could be much larger than today's valuation suggests.

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